Virtual Event: Office 365 and SharePoint

AIIM's Chief Analyst Bob Larrivee will share the latest stats and research highlights from our recent report entitled, “Information Management: Connecting and Optimizing Office 365”. He'll offer his thoughts and perspectives on ensuring your optimization of Office 265 is rooted in reality and not fantasy.

Microsoft® SharePoint® and Office 365 are widely used for enterprise-wide collaboration and communication in order to boost user productivity. However, enterprises need to integrate collaboration and content into ERP, CRM, and other critical business processes. OpenText™ Extended ECM for Microsoft® SharePoint® provides this integration, as well as a 360-degree view into structured and unstructured content.

After transitioning an organization of 5,000 plus users to O365, Dave has some lessons to share about what it takes to successfully make the transition to the cloud and even get your users excited about the move. If you think you've already got those bases covered but haven't actually made the full move yet, make sure you use his checklists so that you aren't surprised by anything at the eleventh hour.

Learn about information architecture trends and new building blocks of SharePoint Online Intranets in Office 365. SharePoint end users wanted beautiful sites that are mobile responsive. Developers asked for simpler architecture that would minimize SharePoint groups permissions tangled into endless sub-sites of a site collection. Office 365 is Microsoft’s response to the ongoing customer feedback to deliver world-class scalable cloud solutions for small, medium, and large businesses.

Digital workflow and content automation for O365 replaces manual and paper-based processes by integrating tools, automating hand-offs and replacing other repetitive tasks. An emerging discipline tied to the larger trend of Digital Transformation, digital workflow and content automation (WCA) for O365 transforms business operations by replacing manual and paper-based processes with digital workflows, automated document generation, and real-time process analytics. It is a key step on the path to becoming a fully digital business.

Centering on global top 40 law firm Eversheds Sutherland's approach to exploiting Office 365 for matter management, we hear how the firm focused on its need to give each fee-earner the ability to access and share case documentation readily across locations. Fusing Outlook, case management and Office 365 Eversheds Sutherland has maximised fee earner time and transformed transparency by giving them access to their matters directly within Outlook, whether on- or offline, while enjoying rich email management, document management and search capabilities all directly within their familiar Outlook environment. Other example use cases of Office 365 for Case Management will be highlighted and cited.

Lunch Break

In this presentation, learn how Gimmal and Stoneshare collaborated to provide a records and information management platform for Canada’s ninth-most populous municipality that simplified administration, made compliance with local and federal mandates easier, and extended the value of information. With integrated email management and a simplified user experience, the City of Brampton can rest assured that vital municipal records and other content are managed, retained, and disposed of according to a predefined information lifecycle.

Engaging users is one of the most difficult parts of any information management implementation.  It’s not about the technology, but there are things that the technology can do to help make the job of engaging your users easier.  We’ll look outside information technology to understand how people decide to adopt things and what we can do to encourage it.  Along the way we’ll learn what doesn’t work for motivation, and how to trick the users into the behaviors that you want.

Join Dustin Ray, Business Process Analyst at McKinley Irvin as he shares insights into how this legal firm overcame slow paper-intensive processes and un-auditable email requests, with the no-code BPM tool for Office 365. Learn how Dustin quickly brought processes online such as employee onboarding and payment approval. Discover how McKinley Irvin’s adoption of a low code workflow tool has helped this firm realize impressive process efficiencies, freeing up the brain time of their legal staff, letting them focus on client needs, rather than time-consuming day-to-day tasks. Hear too how the firm is meeting important regulatory requirements, all while maximizing their existing Microsoft investments and advancing their digital transformation strategy with FlowForma BPM.

Let's take a high level look at how SharePoint can help to organize, filter, find, and present your content. There are a variety of ways to leverage SharePoint managed metadata capabilities and other features such as default folder metadata and document sets. With these tools you can meet specific needs and accommodate your organization’s information management and information consumption preferences.

SharePoint is a great platform for document and records management. However, without the right approach and tools implemented as part of the solution, success can be difficult to attain. During the presentation, we will cover how our customers are adopting solutions that make working with the SharePoint document and records store intuitive while minimizing end user metadata capture fatigue. We’ll see how you can adapt SharePoint to the familiar environment of Microsoft Office, and even integrate it with your existing line of business systems. We’ll also touch on how SharePoint and Office 365 can enable work and collaboration no matter where you’re working from.

SharePoint's always been a great home for managed content and teamwork. And in the cloud we bring unparalleled capacity and performance alongside security and productivity innovations. Learn how Microsoft Content Services in Office 365 provide simple powerful tools to empower creativity and teamwork with world-class management and governance. Create, manage, and deliver content at scale with Office 365.